Haining Wang Email & Phone Number

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

- Provide comprehensive support for three bilingual (EN/FR) investment advisors serving high-net-worth clients in the National Capital Region by ensuring timely communication of client, business and compliance inquiries and delivering efficient solutions;- Engage with both anglophone and francophone clients and respond to a wide range of client requests including account opening/updates, asset transfers, estate distribution, FX conversions, contribution/withdrawal plans, and private placements;- Build strong business relationships by coordinating with fund companies, administering the CRM software, maintaining client data/KYC documentation, and contributing to the development of marketing materials.

Montreal, Quebec, Canada

- Under the the direct supervision of the Senior Vice President of the Corporate Secretarial department, draft, review and proofread formal minutes for governance committee meetings of investment funds to establish legal evidence, ensuring that the funds adhere to and remain in compliance with regulatory procedures across various jurisdictions;- Prepare action points for fund service providers including fund administrators, auditors, anti-money laundering officers, investment managers, custodians, depositaries, etc., to enhance compliance due diligence and facilitate board functions;- Serve as the main point of contact to liaise between the global corporate secretarial teams based in Canada, Ireland and Cayman Islands.

Master Of Arts - Ma, Education & Society, Gpa: 3.85/4.00

Bachelor Of Arts - Ba, Translation & Interpreting, Gpa: 3.80/4.00

Short-Term Exchange Program, Political Science And Government, Gpa: 4.0/4.0

High School Diploma